Skip to Content
Morningstar

PACE Large Co Growth Equity Y PLAYX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 14.54  /  0.00
  • Total Assets 734.7 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 0.15%
  • Turnover 78%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis PLAYX

Will PLAYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLAYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PLAYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PLAYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

PACE Large Co Growth Equity Y's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PLAYX

More PLAYX Holdings
  • Current Portfolio Date
  • Equity Holdings 88
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.27
56,971,842
Technology

Apple Inc

7.20
36,402,468
Technology

Alphabet Inc Class C

4.98
25,197,295
Communication Services

Amazon.com Inc

4.47
22,598,568
Consumer Cyclical

NVIDIA Corp

3.76
18,993,636
Technology

Meta Platforms Inc Class A

3.03
15,328,571
Communication Services

Ssc Government Mm Gvmxx

2.50
12,641,084
Cash and Equivalents

Oracle Corp

2.05
10,352,707
Technology

Regeneron Pharmaceuticals Inc

2.04
10,305,407
Healthcare

Lowe's Companies Inc

1.85
9,361,910
Consumer Cyclical